State Street Corporation - Boston, MA
posted 3 months ago
The Head of Fund Services Tax for Charitable Asset Management at State Street Global Advisors is a pivotal role that combines leadership, client relationship management, and tax expertise within a specialized investment and administrative unit. This position is responsible for overseeing the tax services provided to charitable organizations, ensuring that the team delivers high-quality, accurate, and timely service to over 200 nonprofit clients managing $3 billion in charitable assets. The role requires a deep understanding of fiduciary tax matters, particularly in relation to Charitable Remainder Trusts and exempt organizations, and involves mentoring and supervising staff to enhance their performance and professional development. In this role, you will be tasked with developing and maintaining strong client relationships, which is essential for delivering exceptional service. You will supervise tax engagements, providing tax planning, consulting, and compliance services, while also reviewing income tax returns prepared by your team. Your analytical skills will be crucial as you assess trusts and other documents to determine tax return filing requirements. Additionally, you will actively participate in new business development activities, contributing to the growth of the Charitable Asset Management team. As a leader, you will be expected to keep clients informed about tax regulation developments and respond effectively to inquiries from team members, clients, and the Internal Revenue Service (IRS). This position not only requires technical expertise but also strong leadership and mentoring capabilities to foster a collaborative and high-performing team environment. The ideal candidate will possess a proactive approach to research on planned giving-related tax topics and demonstrate the ability to generate value-added ideas for clients and the team.